The benefits of a Classroom...without the inconvenience!

PlanPlus offers training that you can take from the comfort of your own office. This approach minimizes your time commitment by eliminating the travel time and expenses associated with classroom training. Even better, you’ll still benefit from a training experience that provides you with an interactive forum with a qualified PlanPlus instructor.

Attend our virtual training sessions from anywhere there is an internet connection and a computer. The program is structured to be delivered in a series of three 2 hour sessions spaced out over three consecutive weeks. The concept concentrates on a case study approach to learning. You’ll be given exercises to complete at the conclusion of each session to practice what you’ve learned.

Our training expert will walk you step-by-step through a case study to complete and run financial planning documents such as the Personal Financial Strategy and the Investment Policy Statement. Here's an overview of the program:

Session #1 – Goal Based Planning Using Planit Single Need Calculators
• Using the Retirement Goal Needs Analysis Calculator: See how you can develop a retirement plan for your client in 10 minutes.
• Report Options in the Retirement Goal Calculator.
• Presenting your Retirement Plan to your Client.
• Exercise: Create your own Retirement Goal Needs Analysis using a case study. Answer key provided.

Session #2 – Creating a Personal Financial Strategy (PFS)
• Planning doesn’t have to be time consuming or complicated. See how it’s possible to create a Financial Plan for your client in 20 minutes.
• Go through each data entry screen used to create the PFS in detail to gain an understanding of the various features and functions to get the most out of the system.
• Question and Answer Period: All through the session you’ll have the opportunity to ask questions. At the end we’ll wrap up the session with a final opportunity to ask any remaining questions you might have.
• Exercise: Create your own Personal Financial Strategy using a case study. Answer key provided to check your results.

Session #3 – Presenting the Personal Financial Strategy and Creating an Investment Policy Statement
• Review of the Personal Financial Strategy document to understand the document and present it effectively to your clients.
• Learn techniques to motivate clients to take action.
• Create an Investment Policy Statement in 10 minutes.
• Go through each data entry screen that’s used to create the IPS in detail to gain an understanding of the various features and functions to get the most out of the system.
• Question and Answer Period: All through the session you’ll have the opportunity to ask questions. At the end we’ll wrap up the session with a final opportunity to ask any remaining questions you might have.
• Exercise: Create your own Investment Policy Statement using a case study. Answer key provided to check your results.

The cost for the PlanPlus Virtual Training program is $175.00 which is very cost effective. If you are interested in learning more about our Virtual Training email info@planplus.com or telephone 1-800-364-1293.